James Demeo
James Demeo is a ChFC-designated registered investment advisor at Shulman Demeo Asset Management, LLC, based in Lake Success, NY, with 17 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 356 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shulman DeMeo manages investments on a wrap fee basis. This means you'll pay a single annual fee that covers investment advice, trading costs, and account custody. The annual wrap fee ranges from 0.00% to 2.00%. Shulman DeMeo also offers a portfolio monitoring service for investments held at other firms, with a fee of up to 2.00% of the assets being monitored.
Location
3000 Marcus Avenue, Suite 3W1, Lake Success, NY, 11042
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Shulman Demeo Asset Management, LLC
Previous Registrations
AXA Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.